Roberts Wealth Advisors’s Chewy CHWY Stock Holding History

Roberts Wealth Advisors’s Portfolio CHWY Stock Details CHWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-30,219	Closed	-$1.15M	–	85
2022 Q3	$1.15M	Buy	30,219 +649	+2%	+$25.8K	0.56%	51
2022 Q2	$1.3M	Buy	29,570 +1,373	+5%	+$44K	0.57%	50
2022 Q1	$1.15M	Buy	28,197 +2,897	+11%	+$132K	0.45%	62
2021 Q4	$1.45M	Buy	25,300 +975	+4%	+$63.8K	0.52%	57
2021 Q3	$1.66M	Buy	+24,325	New	+$2.01M	0.66%	49

Other funds holding CHWY

BPA

BC Partners Advisors New York $9.17B AUM 97.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Roberts Wealth Advisors's CHWY Position: Q4 2022 in Review

Roberts Wealth Advisors sold out of Chewy (CHWY) in Q4 2022, closing a stake of 30,219 shares — an estimated $1.15M sold.

Roberts Wealth Advisors first reported a position in CHWY in Q3 2021 and held it in 5 quarters. The position peaked at $1.66M in Q3 2021. 386 funds tracked by Wall St. Rank hold CHWY as of Q4 2022.

Roberts Wealth Advisors reported no remaining Chewy position as of Q4 2022 after selling out during the quarter.
Roberts Wealth Advisors sold 30,219 Chewy shares in Q4 2022, an estimated $1.15M.
Roberts Wealth Advisors first reported a position in Chewy in Q3 2021 and held it in 5 quarters.
Roberts Wealth Advisors's Chewy position peaked at $1.66M in Q3 2021.
386 funds tracked by Wall St. Rank held Chewy as of Q4 2022.

Based on Roberts Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.